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4.3
Average Review
Zoho CRM
Customisable CRM for small and growing teams, with pipelines, automation and deep integration into the Zoho ecosystem.
- Lead & deal management
- Customisable pipelines
- Workflow automation
- Email & telephony tools
- Mobile app & dashboards
Why choose Zoho Books?
Zoho CRM is a cloud-based CRM built for businesses that want solid sales and customer management without enterprise-level pricing. It covers lead capture, deals, activities, email, automation and reporting, and connects tightly to more than 40 other Zoho apps plus hundreds of third-party tools. That makes it a strong “hub” if you’re planning to build more of your stack around Zoho.
You can start on the free plan with up to three users and then move into paid tiers as your team and processes become more complex. Zoho CRM offers a mix of customisation (fields, layouts, workflows) and out-of-the-box features, so you can gradually shape it around your sales cycle instead of forcing your team into a rigid template.
Choose Zoho CRM if you want to:
- Centralise leads, contacts and deals in one system
- Automate follow-ups, assignments and notifications
- Connect CRM data with Zoho apps like Books, Campaigns and Desk
- Get good value and flexibility as your business grows
80%
Zoho CRM capabilities
01. Lead & contact management
- Capture leads from forms, emails and other channels, qualify them and convert them into contacts and deals when they’re ready.
02. Deal & pipeline tracking
- Build pipelines with stages that match your sales process, then track deals, values and probabilities so you always know what’s in play.
03. Workflow automation
- Automate tasks like lead assignment, follow-up emails, field updates and internal notifications, reducing manual admin for the team.
04. Email integration & templates
- Connect your email to log conversations inside Zoho CRM, use templates and tracking, and see all communication history in one place.
05. Telephony & call logging
- Integrate phone systems to make calls from within Zoho CRM, log call outcomes and link them to the right contacts and deals.
06. AI assistant (Zia) on higher tiers
- On supported plans, use Zia for things like predictive lead scoring and trend insights, helping reps focus on the most promising deals.
07. Custom fields, layouts & modules
- Adapt Zoho CRM to your business with custom fields, page layouts and even extra modules, so the system reflects how you actually sell.
08. Reporting & analytics
- Build reports and dashboards for leads, deals, activities and revenue, and optionally extend analytics with Zoho Analytics for deeper BI.
09. Mobile CRM apps
- Use Zoho CRM mobile apps to view pipelines, update records, log calls and access key data when you’re out of the office.
10. Ecosystem & integrations
- Connect easily to Zoho Books, Zoho Campaigns, Zoho Desk and many third-party tools like Google Workspace and Microsoft 365, keeping data in sync.
- Pros
- Strong value for money
- Deep Zoho app integration
- Good automation options
- Flexible customisation
- Cons
- Setup can feel complex
- Support quality can vary
- UI less polished than some
- Advanced features need higher tiers
We provide general advice only. Always compare features, pricing and terms before making a final decision.
Our Review
4.3/5
Overal Rating
Customer Support
82%
Easy to use
82%
Easy to set up
84%
Easy to deploy
84%
Yes. Zoho CRM is widely used by small and mid-sized businesses that want a capable CRM without the cost of big enterprise tools. The free plan for up to three users is especially attractive when you’re starting out.
Many South African businesses use Zoho CRM, especially when they’re already using Zoho Books, Zoho Desk or Zoho Campaigns. It’s cloud-based and accessible globally, so suitability mostly comes down to your process and localisation needs rather than geography.
No. You can subscribe to Zoho CRM on its own. Zoho One is an option if you want a bundle of many Zoho apps under one licence.
Zoho CRM typically wins on price and depth of customisation, especially if you also use other Zoho tools. HubSpot leans more into integrated marketing, while Pipedrive is more focused purely on sales pipelines and simplicity.
If you need extremely advanced, out-of-the-box reporting, very polished UI or heavy AI features without configuration, you might find Zoho CRM less convenient than some higher-priced competitors. It’s strongest when you’re willing to configure it around your process.
Zoho CRM offer
Start Zoho CRM free
- Free plan for up to 3 users
- Deep integrations with Zoho apps
- Strong automation & workflows
- Good value vs big-name CRMs
- Scales from small to larger teams
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